Eaton Vance Tax-Managed Diversified Equity Income Fund
144 hedge funds and large institutions have $310M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 15 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 36
1% more capital invested
Capital invested by funds: $308M → $310M (+$2.4M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 15
0.04% less ownership
Funds ownership: 18.8% → 18.76% (-0.04%)
1% less funds holding
Funds holding: 146 → 144 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$2.84M |
| 2 |
Morgan Stanley
New York
|
+$2.25M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$695K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$390K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$357K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.54M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$983K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$915K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$860K |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$695K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UR
151
USCA RIA
Houston,
Texas
| – | -$192K | -17,800 | Closed |
|
152
Comerica Bank
Dallas,
Texas
| – | -$120K | -10,864 | Closed |
|
|
EWP
153
Engrave Wealth Partners
The Woodlands,
Texas
| – | -$115K | -10,752 | Closed |
|
|
PA
154
Procyon Advisors
Shelton,
Connecticut
| – | -$66K | -6,100 | Closed |
|
|
S
155
SignatureFD
Atlanta,
Georgia
| – | -$44K | -4,087 | Closed |
|
|
AIM
156
Arcadia Investment Management
Kalamazoo,
Michigan
| – | -$32K | -3,000 | Closed |
|
|
SF
157
Synovus Financial
Columbus,
Georgia
| – | -$20K | -1,868 | Closed |
|
|
OPS
158
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$6K | -570 | Closed |
|
|
JPLA
159
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$5K | -500 | Closed |
|
|
WAMC
160
Western Asset Management Company
Pasadena,
California
| – | -$1K | -2 | Closed |
|
ETY Hedge Fund Activity: Q3 2020 in Review
144 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2020, worth a combined $310M — up 0.78% from $308M a quarter earlier.
Fund positioning in ETY was balanced in Q3 2020: 15 funds opened new positions, 15 closed out, 39 added to existing stakes and 36 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $2.84M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.54M sold.
- 144 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2020, down from 146 in Q2 2020.
- Funds reported $310M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2020, up 0.78% quarter-over-quarter.
- 15 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2020 and 15 closed out, a net change of 0 holders.
- The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2020 was Cohen & Steers, an estimated $2.84M added.
- The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2020 was Goldman Sachs, an estimated $1.54M sold.
Based on aggregated 13F filings for Q3 2020.